The Ascent Group, LLC is an SEC registered investment advisor based in Virginia Beach, VA with several billion dollars in wealth and retirement plan assets under management. The Ascent Group has built out its own turnkey asset management platform (TAMP) to provide enhanced value to clients through compelling asset management strategies and scaled pricing. By partnering with asset managers and strategists, The Ascent Group has customized specific programs and strategies that solve a range of client and advisor needs. The Ascent Group is an Alera Group company, focused on helping Alera Wealth Services expand TAMP access to provide value to more clients and advisors.
Walsh & Nicholson Financial Group
Summit Group of Virginia
Advisory Services offered through The Ascent Group, LLC, an SEC-registered investment adviser. Securities offered by certain representatives through Triad Advisors, LLC, Member FINRA/SIPC. The Ascent Group, LLC, Alera Group, Inc., and any individual offices affiliated with Alera Group, Inc., are not affiliated with Triad Advisors, LLC. Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation.